Shan Ahmed Khan

Shan Ahmed Khan

Shan Ahmed Khan is a senior markets reporter at TS2.tech. His coverage ranges from stocks and technology to economic developments across global markets. He worked in investment research and market analysis before becoming a financial journalist and is a graduate of the Lahore University of Management Sciences (LUMS).

Alphabet’s up to $185 billion AI capex plan hits Wall Street as Nasdaq slides again

Alphabet’s up to $185 billion AI capex plan hits Wall Street as Nasdaq slides again

Wall Street dipped again Thursday, dragged down by tech stocks as worries resurfaced over the costs tied to AI development, with Alphabet and Qualcomm leading the declines. At 9:41 a.m. ET, the Dow was off 0.56%, the S&P 500 had fallen 0.51%, and the Nasdaq slipped 0.50%. Alphabet dropped 2.6%, while Qualcomm plunged about 8%. Melissa Brown from SimCorp called the AI trade “perhaps the extinguisher this year.”
5 February 2026
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Google’s $185B AI spending plan spooks Nasdaq as software stocks slide again

Google’s $185B AI spending plan spooks Nasdaq as software stocks slide again

U.S. stocks dropped Thursday as Alphabet’s announcement of a steep rise in capital spending sparked fresh concerns over when AI-driven growth will start turning a profit. By 9:41 a.m. ET, the Dow had slipped 0.56%, the S&P 500 lost 0.51%, and the Nasdaq was down 0.50%. Alphabet’s shares tumbled 2.6%. “The AI trade … is perhaps the extinguisher this year,” said Melissa Brown, managing director of investment decision research at SimCorp. https://www.reuters.com/business/sp-nasdaq-futures-subdued-markets-digest-alphabets-ai-spending-plans-2026-02-05/
5 February 2026
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Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon.com is set to release its earnings later Thursday, with investors closely watching Amazon Web Services following Microsoft’s sharp retreat, which reignited concerns about a broader cloud slowdown. Since Microsoft’s January 28 report, its shares have dropped 14%, erasing over $500 billion in market value. Catalyst Funds CIO David Miller warned, “If it’s the latter, that could carry over.”
5 February 2026
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BCE’s 2026 playbook: Crave hits 4.6 million subs as Bell posts $594 million Q4 profit

BCE’s 2026 playbook: Crave hits 4.6 million subs as Bell posts $594 million Q4 profit

BCE Inc projected 2026 revenue growth between 1% and 5% on Thursday. Its Crave streaming service finished the quarter with roughly 4.6 million subscribers, a 26% jump from a year ago. The Bell Canada parent also posted a fourth-quarter profit of $594 million, or 64 cents per share, attributed to common shareholders. https://www.prnewswire.com/news-releases/bce-reports-2025-q4-and-full-year-results-announces-2026-financial-targets-302679598.html
5 February 2026
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Bitcoin drops below $70,000 as Warsh Fed pick spooks crypto — and Stifel flags $38,000 risk

Bitcoin drops below $70,000 as Warsh Fed pick spooks crypto — and Stifel flags $38,000 risk

Bitcoin plunged below $70,000 on Thursday, slipping to $69,858—the lowest level since November 2024—and erasing all gains since Donald Trump’s 2024 U.S. presidential win. The cryptocurrency has shed nearly 8% this week and is down close to 20% for the year. Ether has plunged around 30%. Traders are bracing for tighter liquidity following Kevin Warsh’s nomination as the Federal Reserve chair. “The market fears a hawk with him,” said Manuel Villegas Franceschi of Julius Baer. Jefferies strategist Mohit Kumar warned that miners could face “forced liquidations” if prices continue to slide. Deutsche Bank analysts noted that U.S. spot bitcoin ETFs experienced over $3 billion in outflows during January, after $2 billion in December and $7 billion in November.
5 February 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Buy

Alphabet

Alphabet (NASDAQ:GOOGL) 92/100 ★★★★★
#2 Buy

Amazon

Amazon (NASDAQ:AMZN) 90/100 ★★★★★
#3 Accumulate

NVIDIA

Nvidia (NASDAQ:NVDA) 89/100 ★★★★½
#4 Accumulate

Microsoft

Microsoft (NASDAQ:MSFT) 86/100 ★★★★☆
#5 Selective buy

Meta Platforms

Meta Platforms (NASDAQ:META) 84/100 ★★★★☆
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Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Empire State Manufacturing

A figure above or below the 12.0 consensus could impact Treasury yields, the dollar, and cyclical stocks by influencing short-term growth outlooks.

#2

NAHB Housing Sentiment

A reading above or below 33 will influence expectations for housing demand, mortgage rate trends, and homebuilder stocks.

#3

Fabrinet After the Close

Investors are focusing on revenue, margins, and comments on datacom as key factors for companies involved in optical networking and AI infrastructure supply chains.

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Times and estimates may change. Verify before trading.